Understanding Pre-Allocated and Lot Allocated Items

Allocations can take place before the demand line is in the Released state in the demand fulfillment cycle; this is called a pre-allocation. PeopleSoft Inventory defines the following types of pre-allocations:

  • Pre-Allocation: Refers to an allocation to a material storage location (MSL) that is created before the picking fulfillment step; that is, while the demand line is in the Unfulfilled or Releasable state. Pre-allocations can occur when pegged stock is putaway in the inventory business unit or when you pre-allocate stock to a demand line.

  • Lot-Allocation: Refers to allocating a specific lot ID to fulfill a lot-controlled item on a demand line. This is a type of pre-allocation since it takes place when the demand line is in the Unfulfilled or Releasable fulfillment state. It differs from other pre-allocations in that the demand line is allocated to a particular lot ID, then the system selects the MSLs related to the lot ID.

Order lines for items defined for both soft reservation and non-soft reservation processing (including ATP-reserved items) can be pre-allocated. Order lines for lot-controlled items can be lot allocated or pre-allocated, but not both.

A pre-allocation can be created by:

  • The pegging feature.

  • The Allocation Workbench.

  • The Create/Update Stock Request component.

  • The Shortage Workbench.

  • For sales orders, the Order Entry Form component within PeopleSoft Order Management.

  • The Inventory Create Stock Request EIP (Enterprise Integration Point) or the Inventory Reservation EIP

A lot allocation for a lot-controlled item can be created by:

  • The Allocation Workbench.

  • The Allocate Lots component.

  • The Create/Update Stock Request component.

  • For sales orders, the Order Entry Form component within PeopleSoft Order Management

  • The Inventory Create Stock Request EIP (Enterprise Integration Point) or the Inventory Reservation EIP using the LLS level of the message where the ALLOCATE_SOURCE field, MSL, and lot ID are located.

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